The Burkholder Team
We are a family financial practice dedicated to helping our clients make the most of their hard earned money. We serve individuals and business owners who are passionate about their goals and appreciate the advice and expertise we can provide.
Since we are business owners, founded in family values, we make our clients part of our family. Our first priority is your overall financial success. We help you identify your dreams and goals, and join in the celebration along the way. Your financial success is our financial success.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
This checklist can give you a quick snapshot of how prepared you are.
For homeowners who think their property taxes are too high, there are ways to appeal.
Don’t overlook the need for renter’s insurance if you rent your home.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Life insurance proceeds are generally tax-free. But not in all cases.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Have you found yourself suddenly single? Here are 3 steps to take right now.
It’s never a bad time to speak with your financial advisor about changes in your situation.
How do the markets usually react to elections? Was the 2016 election any different?
When should you take your Social Security benefit?
Do you know how to set up your financial goals for success? This knight does.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.